We implement your investment strategies through a portfolio construction process utilizing a wide range of investment options including both proprietary and leading third-party investment managers.
Short-term portfolio management services designed to meet your liquidity and yield requirements.
A variety of solutions to help you manage risk while providing a dependable stream of income.
We select individual stocks based on quality and capital appreciation potential, regardless of equity style and offer equity diversification through mutual funds.
Manager of Managers
A program offering a trusted, single source for diversification across multiple asset classes and investment managers.
Hedge Fund of Funds
To help you control risk through diversification, our fund of funds structure provides access to a range of strategies, managers, markets, instruments and investment techniques.
Private equity investing — taking equity positions in privately held companies — offers high potential returns, diversification away from public equity markets, and tax efficiency.
Single Stock Exposure Management
We act as an independent advisor to holders of concentrated stock holdings. Our sole purpose is to help you identify and structure the optimum solutions to your needs.
Tax Advantaged Equity
We aim to provide tax advantaged programs to meet your unique objectives.
Katherine is the Chief Investment Officer for the Personal Financial Services business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust's Personal Financial Services (PFS) business from the firm's Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm's 79-office PFS franchise. Katie sits on the Firm's Investment Policy Committee and Tactical Asset Allocation Committee, and she chair's the PFS Investment Advisory Committee.
Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.
Katherine received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).
Investment Products and Services are:
Investment products and services are offered through Northern Trust Securities, Inc., member FINRA and SIPC and a wholly owned subsidiary of Northern Trust Corporation. Any attached research reports containing the Northern Trust Logo or trademark were prepared solely by employees of Northern Trust Investments, Inc., an affiliate of Northern Trust Securities, Inc.
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